← All themes Data Centers & Digital Infrastructure

Interconnect & Colocation

Colocation and interconnect providers rent space, power, and direct network connections to tenants who do not want to build their own facilities. Their value comes from the density of networks meeting in one building.

19 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1
Vanguard Group
Vanguard Group
Pennsylvania
$8.89B +$334M 5 0.52% Increased
2
Cohen & Steers
Cohen & Steers
New York
$2.46B +$45.9M 3 6.32% Increased
3
State Street
State Street
Massachusetts
$2.34B +$140M 6 0.24% Increased
4
Capital World Investors
Capital World Investors
California
$2.22B +$90M 3 0.58% Increased
5
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$1.72B +$18.4M 6 0.27% Increased
6
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$1.51B +$88.3M 5 0.31% Increased
7
Fidelity Investments
Fidelity Investments
Massachusetts
$1.46B +$161M 3 0.19% Increased
8
Capital Research Global Investors
Capital Research Global Investors
California
$1.33B -$111M 1 0.44% Reduced
9
Daiwa Securities Group
Daiwa Securities Group
Japan
$1.29B +$127M 4 7.68% Increased
10
Bank of America
Bank of America
North Carolina
$1.18B -$98.1M 6 0.26% Reduced
11
Invesco
Invesco
Georgia
$1.15B +$72M 5 0.4% Increased
12
Norges Bank
Norges Bank
Norway
$1B -$4.29M 4 0.47% Reduced
13
Bank of New York Mellon
Bank of New York Mellon
New York
$931M +$35.7M 5 0.28% Increased
14
Goldman Sachs
Goldman Sachs
New York
$865M -$36.7M 6 0.26% Reduced
15
Principal Financial Group
Principal Financial Group
Iowa
$712M +$35.7M 4 0.94% Increased
16
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$699M +$124M 4 0.14% Increased
17
Northern Trust
Northern Trust
Illinois
$674M -$5.73M 6 0.21% Reduced
18
Lone Pine Capital
Lone Pine Capital
Connecticut
$648M -$127M 1 2.89% Reduced
19
JP Morgan Chase
JP Morgan Chase
New York
$643M +$116M 7 0.16% Increased
20
Shinko Asset Management Company
Shinko Asset Management Company
Japan
$622M +$66.1M 4 4.22% Increased
21
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$616M +$102M 5 0.33% Increased
22
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$603M +$205M 4 0.51% Increased
23
Franklin Resources
Franklin Resources
California
$603M -$18.8M 5 0.32% Reduced
24
Edgewood Management
Edgewood Management
Connecticut
$600M -$307K 1 3.94% Reduced
25
APG Asset Management US
APG Asset Management US
New York
$537M +$53.5M 3 4.28% Increased